Why does 'Project ID' field not appear until after you have selected an expense category

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Posted on by Community Member Microsoft Employee

Hi,

Just wondering why you cannot select a project ID until after you have selected an expense category.
My company uses specific categories for different projects so it would be logical to select the project first.

Cheers,

Sam

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Community Member Microsoft Employee on at

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RE: Why does 'Project ID' field not appear until after you have selected an expense category

Unfortunately we have personalised the initial page that pops up when you create an expense report, so users cannot fill in a project ID or a purpose here.

This is because we have no use for the purpose field and 1 expense report could be for several different project IDs,

Cheers,

Sam
Community Member Microsoft Employee on at

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RE: Why does 'Project ID' field not appear until after you have selected an expense category

Users are able to submit expense reports fine. The process of which field you fill in first just didn't seem to flow that well to us. Haven't been able to improve it, unfortunately.

Thanks for all the responses.
Community Member Microsoft Employee on at

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RE: Why does 'Project ID' field not appear until after you have selected an expense category

This does make sense as to why project ID wouldn't show from the start, although it's still frustrating that you don't seem to be able to change it.

Cheers,

Sam
Community Member Microsoft Employee on at

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RE: Why does 'Project ID' field not appear until after you have selected an expense category

We do use validation but I have tried turning all forms of it off in our test environment and it doesn't help.

Cheers,

Sam
Rahul Mohta 21,014 on at

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RE: Why does 'Project ID' field not appear until after you have selected an expense category

let us know if our suggestions helped and if the expense report got submitted with/without project
qianwang 7,151 on at

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RE: Why does 'Project ID' field not appear until after you have selected an expense category

Hi Sam,

When employees create an expense report, each expense entered must be associated with an expense category. So the field 'Expense Category' is required, but the field of project ID is not.

Regards,

QianQW
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Rahul Mohta 21,014 on at

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RE: Why does 'Project ID' field not appear until after you have selected an expense category

also check the setup for category validation at project level
Crispin John Augustine 37,081 on at

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RE: Why does 'Project ID' field not appear until after you have selected an expense category

Please have a look here community.dynamics.com/.../expense-reports-reimagined

at the Expense Fields Visibility topic
Community Member Microsoft Employee on at

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RE: Why does 'Project ID' field not appear until after you have selected an expense category

The 3 options are display, do not display & read only... Project ID is already set to display.
Crispin John Augustine 37,081 on at

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RE: Why does 'Project ID' field not appear until after you have selected an expense category

There is a standard partly setup (& partly programmed) configuration for handling visibility for different field groups.

Look at Expense Management>>Setup>>General>>Expense Report Fields